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What we've learned working with hundreds of agencies

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Salesforce admin·15 Oct 2026 · 8 min

The report pile-up: how it happens, what it costs, and how to stop it

Work out what report sprawl costs your business, check how healthy your org is, and leave with a clean-up plan.

Cost calculatorOrg health checkFree checklist PDF
Start the article →
21 articles
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INTERACTIVE ARTICLE15 Oct 2026 · 8 min
The report pile-up: how it happens, what it costs, and how to stop it
Work out what report sprawl costs your business, check how healthy your org is, and leave with a clean-up plan and a free checklist.
Salesforce adminReporting
Start the article →Related: Altitude
GUIDE12 Oct 2026 · 6 min
How to reduce candidate drop-outs before day one
Practical ways recruitment agencies can cut candidate drop-outs between offer and start date, with a simple check-in plan you can run this week.
Delivery
Read the guide →Related: Kindra
GUIDE12 Oct 2026 · 7 min
Right to work checks for recruitment agencies: a practical checklist
A practical right to work checklist for UK recruitment and staffing agencies: when to check, how to record it and how to manage follow-up checks.
Compliance
Read the guide →Related: ComplyTrackr
GUIDE12 Oct 2026 · 5 min
How to protect margin on temporary placements
Simple controls recruitment agencies can use to protect margin on temp and contract placements: rate floors, approvals and regular margin reviews.
Revenue
Read the guide →Related: Veyra
GUIDE12 Oct 2026 · 7 min
Recruitment KPIs every agency should track
The recruitment KPIs that matter for agencies - activity, pipeline conversion, fees and margin - and how to report them by consultant, team and business.
Reporting
Read the guide →Related: Altitude
GUIDE12 Oct 2026 · 6 min
Getting better reporting out of Bullhorn Recruitment Cloud
How agencies on Bullhorn Recruitment Cloud can get more from their reporting: clean data, a clear KPI set, role-based dashboards and drill-down.
Reporting
Read the guide →Related: Altitude
GUIDE12 Oct 2026 · 6 min
How to fill supply teacher bookings faster
Practical ways education recruitment agencies can fill supply teacher and TA bookings faster each morning, without compromising on checks.
Scheduling
Read the guide →Related: Orchestrate
GUIDE12 Oct 2026 · 7 min
Safer recruitment checks for education agencies
How education recruitment agencies can organise safer recruitment checks for supply staff, keep evidence ready for schools and avoid booking gaps.
Compliance
Read the guide →Related: ComplyTrackr
GUIDE12 Oct 2026 · 6 min
Shift scheduling for healthcare staffing agencies
How healthcare staffing agencies can schedule nurse, carer and locum shifts faster, keep every worker compliant and reduce last-minute gaps.
Scheduling
Read the guide →Related: Orchestrate
GUIDE12 Oct 2026 · 5 min
How to redeploy contractors before their assignment ends
A simple redeployment process for contract recruitment agencies: spot assignments ending soon, match contractors to open roles and keep them billing.
Revenue
Read the guide →Related: Novara
GUIDE12 Oct 2026 · 5 min
How to split fees and calculate recruiter commission fairly
A practical approach to splitting placement fees between consultants and producing clear commission statements that recruiters trust.
Revenue
Read the guide →Related: Tandem
GUIDE12 Oct 2026 · 7 min
GDPR data retention for recruitment agencies
A practical approach to GDPR data retention for UK recruitment agencies: retention periods, reviews, anonymisation and keeping your CRM clean.
Compliance
Read the guide →Related: Clarion
GUIDE12 Oct 2026 · 5 min
Duplicate records in your recruitment CRM: why they cost placements
How duplicate candidates and contacts hurt recruitment agencies - lost history, double contact, bad reporting - and how to merge them safely.
Compliance
Read the guide →Related: Clarion
GUIDE12 Oct 2026 · 6 min
Credit control for recruitment agencies: getting paid on time
Practical credit control for recruitment and staffing agencies: clear terms, early chasing, credit limits and aged debt reviews that protect cash flow.
Finance
Read the guide →Related: Ledgra
GUIDE12 Oct 2026 · 5 min
Client terms and rate cards: stop off-terms placements
How recruitment agencies can manage client terms and rate cards, spot off-terms placements early and protect fees and margin.
Finance
Read the guide →Related: Charta
GUIDE12 Oct 2026 · 5 min
Interview scheduling without the email ping-pong
How recruiters can schedule interviews faster with real diary availability, one booking link and automatic confirmations and reminders.
Delivery
Read the guide →Related: Slotra
GUIDE12 Oct 2026 · 6 min
Candidate onboarding forms that write back to your CRM
Replace PDFs and emailed Word forms with secure online onboarding forms that write answers straight back to your recruitment CRM.
Forms
Read the guide →Related: FormBuilder
GUIDE12 Oct 2026 · 5 min
How to build a candidate referral scheme that works
How recruitment agencies can run a referral scheme that brings in quality candidates and clients, with clear rewards that actually get paid.
Revenue
Read the guide →Related: Referra
GUIDE12 Oct 2026 · 5 min
Spotting business development signals in recruitment
Which hiring signals tell recruiters a company is worth calling now - job ads, growth, lapsed clients and contacts who moved - and how to act on them.
Revenue
Read the guide →Related: Beacon
GUIDE12 Oct 2026 · 5 min
Call lists that convert: a consultant’s guide
How recruitment consultants can build and work call lists that convert: tight lists, clear outcomes, follow-ups and logging every call.
Delivery
Read the guide →Related: HotList Studio
GUIDE12 Oct 2026 · 4 min
Managing candidate documents in Salesforce
How recruitment agencies can organise CVs, compliance documents and attachments in Salesforce so consultants find the right file in seconds.
Documents
Read the guide →Related: Vault
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